JMPWA
WES

JP Morgan Private Wealth Advisors’s Western Gas Partners Lp WES Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-234,740
Closed -$9.91M – 1565
2018
Q4 		$9.91M Sell
234,740
-117,604
-33% -$5.23M 0.06% 259
2018
Q3 		$15.4M Buy
352,344
+43,200
+14% +$2.14M 0.08% 234
2018
Q2 		$15M Buy
+309,144
New +$15M 0.08% 222
2015
Q2 		– Sell
-14,119
Closed -$930K – 1208
2015
Q1 		$930K Hold
14,119
– – 0.01% 541
2014
Q4 		$1.03M Sell
14,119
-10,366
-42% -$731K 0.01% 528
2014
Q3 		$1.84M Buy
+24,485
New +$1.85M 0.02% 389

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
CWA
Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WES Position: Q1 2019 in Review

JP Morgan Private Wealth Advisors sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 234,740 shares — an estimated $9.91M sold.

JP Morgan Private Wealth Advisors first reported a position in WES in Q3 2014 and held it in 6 quarters. The position peaked at $15.4M in Q3 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 234,740 Western Gas Partners Lp shares in Q1 2019, an estimated $9.91M.
  • JP Morgan Private Wealth Advisors first reported a position in Western Gas Partners Lp in Q3 2014 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Western Gas Partners Lp position peaked at $15.4M in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.